Monthly Bookkeeping
Monthly bookkeeping keeps your books accurate all year, not just at tax time. Each month we categorize every transaction, reconcile your bank and credit card accounts, and send you a clear Profit and Loss statement. You always know where your business stands.
ProAdvisor Gold
QuickBooks Online certified
7 years
Small business owner experience
Free 45 min
Consultation, no strings
All 50 states
Fully virtual bookkeeping
On Track Solutions offers monthly bookkeeping to small, service-based businesses in all 50 states. It is fully virtual. We work in QuickBooks Online, so all you need is an internet connection and a few minutes for a check-in now and then.
You get one dedicated bookkeeper, Kiana, a QuickBooks Online Certified ProAdvisor (Gold). No call centers and no handoffs. Not sure if monthly bookkeeping is the right fit? Most clients start with a free 45-minute consultation, and we will tell you honestly what you need and what you don't.
What's included
Everything in our monthly bookkeeping
- Bank and credit card reconciliation
- Transaction categorization in QuickBooks Online
- Monthly Profit and Loss statement
- Balance sheet review
- Accounts payable and receivable tracking
- A short monthly check-in by email or phone
The result
What changes for you
- Books that are ready for your CPA at any time
- No more shoebox of receipts in April
- A clear picture of profit every month
Pricing
Monthly plans are priced by the number of bank and credit card accounts and your transaction volume. You get a flat quote after your free consultation.
How it works
Four simple steps
- 1
Free consultation
We talk through your business, your accounts, and what you need. It takes about 45 minutes and costs nothing.
- 2
Secure setup
We connect to your QuickBooks Online file and bank feeds with read-only access where possible.
- 3
Monthly close
Each month we categorize, reconcile, and review every account so the numbers match your statements.
- 4
Reports and check-in
You get your monthly reports plus a plain-English summary of what changed and what to watch.
By industry
Monthly Bookkeeping for your industry
Every industry keeps score a little differently. Pick yours to see how we handle monthly bookkeeping for businesses like yours.
FAQ
Monthly Bookkeeping FAQ
How much does monthly bookkeeping cost?
Monthly plans are priced by the number of bank and credit card accounts and your transaction volume. You get a flat quote after your free consultation. Call On Track Solutions at (214) 200-1231 to book a free consultation.
Do you offer monthly bookkeeping remotely?
Yes. On Track Solutions is a fully virtual firm serving small businesses in all 50 states. We work securely in QuickBooks Online, so where you are does not matter.
What software do you use for monthly bookkeeping?
We work in QuickBooks Online. Kiana is a QuickBooks Online Certified ProAdvisor (Gold), so your books are set up and kept the right way.
Who is monthly bookkeeping a good fit for?
We specialize in small, service-based businesses, from solo owners just starting out to growing teams ready to scale. If you want clear numbers without the stress, we are a good fit.
How do I get started with monthly bookkeeping?
Book a free 45-minute consultation by calling (214) 200-1231 or sending a message. On Track Solutions replies within 24 hours.
Ready to get back on track?
Book a free 45-minute consultation. We will look at where your books stand today and map out a simple plan.